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PCH
Polar Capital Holdings Portfolio holdings
AUM
$28.2B
1-Year Est. Return
115.26%
This Fund
S&P 500
This Quarter
Est. Return
+19.21%
1 Year Est. Return
+115.26%
3 Year Est. Return
+356.87%
5 Year Est. Return
+474.2%
10 Year Est. Return
–
AUM
$16.5B
AUM Growth
–
Cap. Flow
+$15.4B
Cap. Flow
% of AUM
93.32%
Top 10 Holdings %
Top 10 Hldgs %
30.25%
Holding
321
New
321
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Apple
AAPL
|
+$696M |
| 2 |
Microsoft
MSFT
|
+$687M |
| 3 |
Meta Platforms (Facebook)
META
|
+$548M |
| 4 |
Amazon
AMZN
|
+$366M |
| 5 |
Advanced Micro Devices
AMD
|
+$333M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.76% |
| 2 | Healthcare | 18.36% |
| 3 | Financials | 13.71% |
| 4 | Communication Services | 11.94% |
| 5 | Consumer Discretionary | 7.55% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
151
Bristol-Myers Squibb
BMY
$132B
| $20.6M | 0.13% |
+332,843
| New | +$20.5M |
|
|
AVDL
152
DELISTED
Avadel Pharmaceuticals
AVDL
| $20.2M | 0.12% |
+3,027,705
| New | +$18.9M |
|
153
Becton Dickinson
BDX
$48.2B
| $20.2M | 0.12% |
+82,609
| New | +$19.3M |
|
154
Cigna
CI
$74.6B
| $20.1M | 0.12% |
+96,529
| New | +$18.9M |
|
|
DCPH
155
DELISTED
Deciphera Pharmaceuticals, Inc. Common Stock
DCPH
| $20M | 0.12% |
+350,000
| New | +$20.7M |
|
156
Cerence
CRNC
$413M
| $19.8M | 0.12% |
+196,932
| New | +$14.7M |
|
157
Amgen
AMGN
$222B
| $19.8M | 0.12% |
+85,919
| New | +$19.8M |
|
158
Aflac
AFL
$62.6B
| $19.6M | 0.12% |
+440,000
| New | +$18M |
|
159
Intercontinental Exchange
ICE
$84.4B
| $19.3M | 0.12% |
+167,185
| New | +$17.3M |
|
|
PPLI
160
People Inc
PPLI
$3.1B
| $19.3M | 0.12% |
+186,367
| New | +$14.3M |
|
161
Alcon
ALC
$35B
| $19.2M | 0.12% |
+311,687
| New | +$19.5M |
|
162
Intuitive Surgical
ISRG
$134B
| $19M | 0.12% |
+69,693
| New | +$17.3M |
|
163
SS&C Technologies
SSNC
$18.6B
| $19M | 0.12% |
+261,094
| New | +$17.5M |
|
164
Agilent Technologies
A
$41.2B
| $18.6M | 0.11% |
+157,314
| New | +$17.4M |
|
165
Affiliated Managers Group
AMG
$9.76B
| $17.8M | 0.11% |
+175,483
| New | +$15.2M |
|
166
LiveRamp
RAMP
$2.3B
| $17.8M | 0.11% |
+243,208
| New | +$15.5M |
|
167
Celldex Therapeutics
CLDX
$3.28B
| $17.5M | 0.11% |
+1,000,000
| New | +$18M |
|
168
Mohawk Industries
MHK
$9.22B
| $17.5M | 0.11% |
+123,849
| New | +$14.9M |
|
169
JPMorgan Chase
JPM
$950B
| $17.2M | 0.1% |
+135,675
| New | +$15.2M |
|
|
NSTG
170
DELISTED
NanoString Technologies, Inc.
NSTG
| $16.7M | 0.1% |
+250,000
| New | +$12.5M |
|
171
Baxter International
BAX
$14.2B
| $16.5M | 0.1% |
+206,071
| New | +$16.3M |
|
172
MaxLinear
MXL
$6.8B
| $15.9M | 0.1% |
+417,277
| New | +$12.1M |
|
173
Sabre
SABR
$835M
| $15.7M | 0.1% |
+1,307,884
| New | +$12.1M |
|
174
United Rentals
URI
$72.4B
| $15.6M | 0.09% |
+67,354
| New | +$14.2M |
|
175
IQVIA
IQV
$39.3B
| $15.5M | 0.09% |
+86,406
| New | +$14.6M |
|
Similar funds
N
TWC
FDCDDQ
NA
Polar Capital Holdings's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Polar Capital Holdings, which disclosed 321 positions worth $16.5B. Its ten largest holdings account for 30% of the portfolio.
Its largest position is Apple: 5,788,169 shares worth $768M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, followed by Healthcare and Financials.
- Polar Capital Holdings's largest Q4 2020 buy was Apple: 5,788,169 shares worth $768M.
- Polar Capital Holdings's ten largest holdings make up 30% of its $16.5B portfolio in Q4 2020.
- Polar Capital Holdings disclosed 321 positions in Q4 2020, its first 13F filing on record.
Based on Polar Capital Holdings's 13F filing for Q4 2020, filed 16 Feb 2021.